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Actions & Reminders
Actions & Reminders
This collection looks into the actions dashboard and any related question
13 articles in this collection
Written by
Irina Anichshuk
and
Moza Ugumba
Viewing completed actions
This article will provide instructions on how to look at completed actions
Written by
Moza Ugumba
Updated over a week ago
To-do List vs Reminder
This article will look to define the To-do and Reminder lists, whilst also explaining the difference between the two.
Written by
Moza Ugumba
Updated over a week ago
Assigning items from Actions list to users
This article will look into the functionality of To-do and reminder lists
Written by
Moza Ugumba
Updated over a week ago
Unassigned communications
Unassigned communications
This article will explain what classifies an unassigned communication and how to assign them to a specific customer.
Written by
Moza Ugumba
Updated over a week ago
How to assign communications?
This article will explain how to assign communication to a customer
Written by
Moza Ugumba
Updated over a week ago
How to delete all unassigned communications?
Written by
Irina Anichshuk
Updated over a week ago
Can I retrieve deleted unassigned communications?
Written by
Moza Ugumba
Updated over a week ago
Reminders
Reminders
This article will look into how to leave a reminder for a specific invoice
Written by
Moza Ugumba
Updated over a week ago
Reminder Trigger
In this article, we will be looking at how to set triggers for reminders
Written by
Moza Ugumba
Updated over a week ago
What the settings on reminders tab?
In this article, further description on the reminders tab settings button functionality
Written by
Moza Ugumba
Updated over a week ago
Why does a reminder action appear when I planned one for later?
This article looks at reminder list actions and planned actions
Written by
Moza Ugumba
Updated over a week ago
Is it possible to dismiss reminders in bulk?
In this article, there is instruction on how to dismiss reminders in bulk
Written by
Moza Ugumba
Updated over a week ago
Action List
How to respond to a reminder or to-do list item?
This article will look into how to action a to-do or reminder list item
Written by
Moza Ugumba
Updated over a week ago